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Blackrock

1,952 hedge funds and large institutions have $99.8B invested in Blackrock in 2024 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 769 increasing their positions, 753 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 109

1% more funds holding

Funds holding: 1,9311,952 (+21)

2% more repeat investments, than reductions

Existing positions increased: 769 | Existing positions reduced: 753

1% less capital invested

Capital invested by funds: $101B → $99.8B (-$835M)

3% less call options, than puts

Call options by funds: $1.26B | Put options by funds: $1.3B

2.63% less ownership

Funds ownership: 83.38%80.74% (-2.6%)

22% less funds holding in top 10

Funds holding in top 10: 4132 (-9)

Holders
1,952
Holders Change
+21
Holders Change %
+1.09%
% of All Funds
28.11%
Holding in Top 10
32
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-21.95%
% of All Funds
0.46%
New
156
Increased
769
Reduced
753
Closed
109
Calls
$1.26B
Puts
$1.3B
Net Calls
-$36.3M
Net Calls Change
+$57.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
1626
FLC Capital Advisors
California
$259K +$36.2K +45 +17%
FCIM
1627
Fairview Capital Investment Management
California
$259K
VIP
1628
Vista Investment Partners
Oklahoma
$256K -$3.21K -4 -1%
VAF
1629
Values Added Financial
District of Columbia
$256K
FC
1630
FORA Capital
Florida
$255K +$246K +306 New
CCM
1631
Copeland Capital Management
Pennsylvania
$254K -$13.6M -16,921 -98%
KFC
1632
Klingenstein Fields & Co
New York
$253K
CCFM
1633
Clear Creek Financial Management
Washington
$253K +$3.21K +4 +1%
EFSCE
1634
Enterprise Financial Services Corp (EFSC)
Missouri
$252K -$174K -216 -42%
TAM
1635
Taurus Asset Management
New York
$250K
CGA
1636
Crescent Grove Advisors
Illinois
$250K +$241K +300 New
FP
1637
Financial Perspectives
Minnesota
$250K
SWP
1638
ShoreHaven Wealth Partners
New Jersey
$250K
VBCG
1639
Valley Brook Capital Group
Pennsylvania
$248K +$8.03K +10 +3%
CWP
1640
CFM Wealth Partners
Texas
$247K -$8.84K -11 -4%
MHR
1641
Matthew Hamilton Rosenberg
$246K -$5.62K -7 -2%
GWP
1642
Gen-Wealth Partners
Michigan
$246K +$237K +295 New
WCM
1643
Wedge Capital Management
North Carolina
$244K +$5.62K +7 +2%
CWM
1644
Concentric Wealth Management
California
$243K +$17.7K +22 +8%
FDS
1645
Freedom Day Solutions
Texas
$242K
VWA
1646
Visionary Wealth Advisors
Illinois
$242K -$5.62K -7 -2%
WKSWA
1647
White Knight Strategic Wealth Advisors
New Jersey
$240K
WCF
1648
West Coast Financial
California
$240K +$231K +288 New
BST
1649
Bath Savings Trust
Maine
$239K
VT
1650
Vise Technologies
New York
$239K +$5.62K +7 +3%

BLK Hedge Fund Activity: Q1 2024 in Review

1,952 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Blackrock (BLK) for Q1 2024, worth a combined $99.8B — down 0.83% from $101B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new BLK positions and 109 closed out — a net gain of 47 holders — while 769 added to existing stakes and 753 trimmed.

The largest buyer was Charles Schwab, adding an estimated $365M. The largest seller was Morgan Stanley, cutting an estimated $2.84B.

  • 1,952 institutional investors held Blackrock (BLK) as of Q1 2024, up from 1,931 in Q4 2023.
  • Funds reported $99.8B of Blackrock stock for Q1 2024, down 0.83% quarter-over-quarter.
  • 156 funds opened new Blackrock positions in Q1 2024 and 109 closed out, a net change of +47 holders.
  • The largest Blackrock buyer in Q1 2024 was Charles Schwab, an estimated $365M added.
  • The largest Blackrock seller in Q1 2024 was Morgan Stanley, an estimated $2.84B sold.

Based on aggregated 13F filings for Q1 2024.